FourThought Financial Partners’s McKesson MCK Stock Holding History

FourThought Financial Partners’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Buy	1,799 +30	+2%	+$26.8K	0.13%	111
2025 Q4	$1.45M	Sell	1,769 -31	-2%	-$25.3K	0.12%	114
2025 Q3	$1.39M	Sell	1,800 -48	-3%	-$33.8K	0.12%	111
2025 Q2	$1.35M	Sell	1,848 -36	-2%	-$25.4K	0.13%	115
2025 Q1	$1.27M	Sell	1,884 -84	-4%	-$51.9K	0.13%	117
2024 Q4	$1.12M	Buy	+1,968	New	+$1.1M	0.12%	123
2024 Q2	–	Sell	-1,924	Closed	-$1.03M	–	263
2024 Q1	$1.03M	Sell	1,924 -13	-0.7%	-$6.6K	0.12%	125
2023 Q4	$897K	Sell	1,937 -23	-1%	-$10.5K	0.11%	137
2023 Q3	$852K	Sell	1,960 -17	-0.9%	-$7.16K	0.12%	131
2023 Q2	$845K	Sell	1,977 -143	-7%	-$55K	0.11%	139
2023 Q1	$755K	Sell	2,120 -10	-0.5%	-$3.61K	0.1%	141
2022 Q4	$799K	Buy	+2,130	New	+$794K	0.12%	135

Other funds holding MCK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial Partners's MCK Position: Q1 2026 in Review

FourThought Financial Partners increased its McKesson (MCK) stake by 1.7% in Q1 2026, buying an estimated $26.8K and bringing the position to 1,799 shares worth $1.56M. The position accounts for 0.13% of the portfolio, ranked #111.

FourThought Financial Partners first reported a position in MCK in Q4 2022 and has held it in 12 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

FourThought Financial Partners held 1,799 shares of McKesson worth $1.56M as of Q1 2026.
FourThought Financial Partners bought 30 McKesson shares in Q1 2026, an estimated $26.8K.
McKesson made up 0.13% of FourThought Financial Partners's portfolio in Q1 2026, its #111 holding.
FourThought Financial Partners first reported a position in McKesson in Q4 2022 and has held it in 12 quarters since.
2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.